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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,512 | $76,368-22.1% | $67,681-12.1% | $154,746-61.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.28% | 1066.77%-1055.5pp | 590.58%-579.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $3,402 | $3,151+8.0% | $2,678+27.0% | $4,379-22.3% |
| Participant deferral / active EE | $3,514 | $4,824-27.2% | $3,976-11.6% | $6,730-47.8% |
| Admin fee / account holder | $2,733 | $8,559-68.1% | $6,100-55.2% | $14,365-81.0% |